See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,259 | $37,426-80.6% | $77,482-90.6% | $79,858-90.9% |
| Participation rate | 28.0% | 41.5%-13.5pp | 54.2%-26.2pp | 69.6%-41.6pp |
| Annual return | 8.13% | 39.70%-31.6pp | 54.79%-46.7pp | 31.71%-23.6pp |
| Employer contribution / active EE | $127 | $637-80.1% | $986-87.2% | $2,471-94.9% |
| Participant deferral / active EE | $314 | $1,260-75.0% | $1,861-83.1% | $3,740-91.6% |
| Admin fee / account holder | $1,578 | $2,504-37.0% | $2,858-44.8% | $5,306-70.3% |